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Transaction search - company
This report allows an administrator or manager to view any transactions made by employees within their company. If report scheduling is enabled for your company, additional search options will appear.
Note: Within Additional Fields, the SE Group option stands for Service Establish Group and SE Type stands for Service Establish Type. This is a way to classify suppliers similar to merchant category codes and merchant category groups, but is specific to AMEX and Diners data, whereas the merchant category code classification is specific to Visa and MasterCard data.
Transaction - enhanced data
This report allows a user to see which transactions exist in the system with enhanced data.
Spend Wizard analysis
This report allows an administrator or manager to analyze the use of Spend Wizards across their company.
Spend - employee
This report allows a manager to view all spend made by an employee for a selected period.
Spend - financial coding
This report allows a manager to view spend across an entire department or division, or all spend against a particular finance code. This report is only available to the manager of the particular code; however managers of codes higher in the hierarchy can also drill into this report.
Suppliers - company
This report allows an administrator or manager to view detailed data about the suppliers used within their company. If report scheduling is enabled for your company, additional search options will appear.
Suppliers - employee
This report allows an employee to view the suppliers they have personally used. If you are a manager, you can also view the suppliers used by the employees you are responsible for.
Suppliers - top spend
This report allows an administrator or manager to see which suppliers the company's employees have transacted with the most.
Analysis - company
This report allows senior managers to analyze spending patterns across their entire company.
Analysis - employee
This report allows managers to analyze the spending pattern of the employees they manage. It includes information on total spend per month, average spend and transaction count.
Analysis - expense report
This report allows users to view transactions that have been linked to an expense report. Note: The name of the report is controlled by the value assigned to the implementer-level setting Item Label - Expense Report.
Travel advance
This report allows an administrator to view information on the difference between approved advances and specific out of pocket expenses. The advance for each requisition is listed together with the expense reports made against it.
Note: Click the requisition name to display more details. These will be displayed in a separate window.
Company Unit. If your organization uses company units, you can restrict the search to a particular unit (and anything lower in the hierarchy), all units or any employees not allocated to a unit. Company units are displayed in the list according to the company's hierarchical structure.
First name/Last name. To restrict the search to a particular name, enter the full or partial name in the fields. For example, ‘dan’ as a first name would return account holders with names beginning with Dan, such Daniel or Danny. Entering ‘%dan’ returns names containing dan, such as Daniel or Brendan.
Employee ID. To restrict the search to a particular individual, enter their unique employee ID in the field.
TAN. If you want to search by the traveller's TAN, enter the full or partial number here.
Trip Start Date Range. Use this range to pick up requisitions based on when the start date of the trip.
Approval Date Range. Use this range to pick up requisitions that were approved in a particular time frame.
Currency. Select the currency of the requisition.
Travel Advance Amount Range. Enter the minimum and maximum amount for the travel advance if you want to search by this field. If you enter an amount range, you will also have to complete the Currency field.
Exclude trips not yet taken. Select this to exclude trips that haven't been taken from the results.
You must complete the TAN, Trip Start Date Range, or Approval Date Range field before you can perform the search.